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iShares Russell Mid-Cap Value ETF

974 hedge funds and large institutions have $11.2B invested in iShares Russell Mid-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 261 increasing their positions, 364 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

1% less funds holding

Funds holding: 986974 (-12)

1.67% less ownership

Funds ownership: 79.42%77.75% (-1.7%)

28% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 364

Holders
974
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.88M
Puts
$904K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
601
Glass Jacobson Investment Advisors
Maryland
$356K
PIN
602
Prudent Investors Network
California
$354K
FWTB
603
First Western Trust Bank
Colorado
$354K
SWA
604
Strategies Wealth Advisors
Michigan
$353K
PIMG
605
Patriot Investment Management Group
Tennessee
$352K
DAS
606
Dynamic Advisor Solutions
Arizona
$352K
BCM
607
Becker Capital Management
Oregon
$349K
MWM
608
Moran Wealth Management
Florida
$349K
SCTC
609
Sanibel Captiva Trust Company
Florida
$348K
FA
610
Flagstar Advisors
New York
$348K
FLI
611
Family Legacy Inc
South Carolina
$346K
GSEP
612
Golden State Equity Partners
California
$344K
RIA
613
Regal Investment Advisors
Michigan
$344K
LWCFA
614
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$342K
ATC
615
Argent Trust Co
Tennessee
$342K
EWM
616
Elevation Wealth Management
Minnesota
$338K
KL
617
KilterHowling LLC
Colorado
$338K
NB
618
NBT Bank
New York
$336K
PP
619
Postrock Partners
Oregon
$336K
TWM
620
Thryve Wealth Management
Texas
$334K
TF
621
Theory Financial
Colorado
$334K
MIC
622
Means Investment Company
Maine
$334K
BWM
623
BCGM Wealth Management
Indiana
$332K
CFG
624
Citizens Financial Group
Rhode Island
$332K
RFN
625
RDA Financial Network
Iowa
$330K